Book Your First Brunch!

Pandemic Financial Planning Support: Pay-What-You-Can Virtual Brunches

Click below to book a virtual Brunch & Budget. While our initial sessions have always been pay-what-you-can, we invite you to take that to heart during this uncertain time and truly pay what you feel you can afford at this time.

(We can also discuss non-COVID-related stuff, of course, if you have other things on your mind)

Our goal is to help ease any financial anxiety and burden so you can concentrate on staying healthy and safe for you, your family, and your community.

 


COST

The first Brunch & Budget® is pay-what-you-can + you provide the meal.

These are one-on-one conversations.

WHY

Everyone deserves to have access to affordable, unbiased, high quality financial advice, no matter what your financial situation.


Our first Brunch & Budget® is the beginning of a whole new relationship with your money.

You'll walk away with:

Clarify Your Goals

CLARITY ON YOUR GOALS AND WHAT IT WILL TAKE TO GET THERE

What do you actually want your life to look like? We do a deep dive on what your goals and aspirations are so we know exactly what you're working towards and can plan how to get you there. It's not about giving up shopping or never going to restaurants, it's about figuring what you can do today to have the tomorrow you've always wanted.

AN UNDERSTANDING OF WHERE YOUR MONEY IS GOING AND WHY

It's never just about the money. We spend time figuring out what your money personality is and talk about how it affects every financial decision you make, from buying a coffee every day to saving for something big and exciting. Understanding your relationship with money is one of the best ways to create and keep habits that serve what you truly value.

PERSONALIZED ADVICE YOU CAN IMPLEMENT RIGHT AWAY

The nitty gritty. In our first Brunch, We will start to piece together some quick wins you can take action on that day. We won't be able to get to everything, but we'll make sure to talk about your most pressing and top of mind issues. Things like:

Here's how it works:

1) Book first brunch

It’s simple. The first Brunch & Budget is pay-what-you-can + you provide the meal. You choose a day and time and pick a place to meet. Once you make your payment, you'll be able to choose your location (NYC, LA, or virtually). In a relationship and ready to talk about money? Come together! We insist!

2) Tell us about you

You'll get a link to your Money Questionnaire, which includes access to a personal and secure login for you to provide some helpful information to make our b&b as productive as possible. If you've never put your financial life down on paper, grab a drink and get ready to dig in!

3) The main event!

When we meet (in person or virtually), we will explore your values around money and answer your burning questions. No need to take notes! You’ll get a detailed follow up email and some clarity on how to move forward with your finances.

4) Give your money momentum

The first Brunch is just the beginning. Join BUDGE and start making serious progress towards living the life you want to live. We'll be with you every step of the way to advise you, hold you accountable, and make sure you stay on track.

Ready for ongoing, one-on-one financial planning and coaching now? 

If you're sure you'd like to work together on an ongoing basis, skip over to our 12-month Budge program or 3-month Nudge program and we can get started right away on making some serious financial progress. Otherwise, let's brunch!